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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,374 | $60,349-67.9% | $74,184-73.9% | $62,881-69.2% |
| Participation rate | 63.3% | 72.7%-9.5pp | 76.6%-13.4pp | 69.3%-6.0pp |
| Annual return | 4.11% | 21.38%-17.3pp | 17.74%-13.6pp | 20.14%-16.0pp |
| Employer contribution / active EE | $1,553 | $1,680-7.6% | $2,370-34.5% | $2,281-31.9% |
| Participant deferral / active EE | $707 | $2,856-75.3% | $3,550-80.1% | $3,203-77.9% |
| Admin fee / account holder | $1,468 | $4,261-65.5% | $5,586-73.7% | $4,296-65.8% |